Sanders Morris Harris’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,389
| Closed | -$622K | – | 238 |
|
|
2025
Q1 | $622K | Sell |
1,389
-420
| -23% | -$188K | 0.1% | 137 |
|
|
2024
Q4 | $882K | Hold |
1,809
| – | – | 0.13% | 110 |
|
|
2024
Q3 | $1.06M | Sell |
1,809
-45
| -2% | -$26.3K | 0.18% | 82 |
|
|
2024
Q2 | $866K | Hold |
1,854
| – | – | 0.14% | 100 |
|
|
2024
Q1 | $843K | Buy |
1,854
+854
| +85% | +$388K | 0.15% | 103 |
|
|
2023
Q4 | $457K | Sell |
1,000
-854
| -46% | -$391K | 0.22% | 118 |
|
|
2023
Q3 | $756K | Hold |
1,854
| – | – | 0.16% | 102 |
|
|
2023
Q2 | $856K | Buy |
1,854
+1,000
| +117% | +$462K | 0.19% | 76 |
|
|
2023
Q1 | $404K | Sell |
854
-1,070
| -56% | -$506K | 0.14% | 72 |
|
|
2022
Q4 | $936K | Hold |
1,924
| – | – | 0.35% | 57 |
|
|
2022
Q3 | $757K | Hold |
1,924
| – | – | 0.19% | 89 |
|
|
2022
Q2 | $831K | Hold |
1,924
| – | – | 0.18% | 86 |
|
|
2022
Q1 | $849K | Hold |
1,924
| – | – | 0.17% | 99 |
|
|
2021
Q4 | $683K | Buy |
1,924
+535
| +39% | +$190K | 0.12% | 131 |
|
|
2021
Q3 | $487K | Hold |
1,389
| – | – | 0.09% | 168 |
|
|
2021
Q2 | $526K | Hold |
1,389
| – | – | 0.1% | 161 |
|
|
2021
Q1 | $524K | Hold |
1,389
| – | – | 0.11% | 147 |
|
|
2020
Q4 | $483K | Hold |
1,389
| – | – | 0.11% | 164 |
|
|
2020
Q3 | $538K | Buy |
+1,389
| New | +$538K | 0.15% | 130 |
|